Conflict of Interest Management Policy
ISALT has implemented an organization, a dedicated procedure, and various measures to prevent, identify, and manage any potential conflicts of interest that may arise in the course of its activities, in accordance with applicable regulations.
Best Selection and Best Execution Policy
ISALT is not a market member and therefore does not execute orders on financial markets itself. Orders are systematically transmitted to authorized market intermediaries for execution. Accordingly, the company has established a policy for selecting and executing market intermediaries, in compliance with the European Directive 2014/65/EU of 14 May 2014 on Markets in Financial Instruments (MiFID II).
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Remuneration Policy
As of today, ISALT manages only Alternative Investment Funds (AIFs). ISALT has thus defined and formalized a remuneration policy in line with the provisions of the AIFM Directive, applicable to staff considered as “risk-takers.” This policy is validated annually by ISALT’s management and aims to ensure that the remuneration system aligns the interests of ISALT’s risk-takers with those of investors, considering the company’s strategy, performance, and risk management policy. In accordance with Article 5 of the SFDR Regulation, ISALT’s remuneration policy incorporates sustainability risks related to the investment strategies of the AIFs it manages.
Complaints Handling Policy
ISALT has established and maintains an operational procedure to ensure the reasonable and timely handling of complaints submitted by its clients.
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Shareholder Engagement and Voting Rights Policy
ISALT has established a shareholder engagement policy describing its long-term commitment to the issuers in which its funds are invested. This policy also includes its voting rights policy.
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Annual Report on Shareholder Engagement Policy (Including Voting Rights)
ISALT Annual Report on Voting Rights – 2024
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ISALT Annual Report on Voting Rights – 2023
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FSP Annual Report on Voting Rights – 2022
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FSP Annual Report on Voting Rights – 2021
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FSP Annual Report on Voting Rights – 2020
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Sustainability and ESG Risk Information
As of 10 March 2021, all portfolio management companies are subject to Regulation (EU) No 2019/2088 (“SFDR Regulation”) regarding the “disclosure of sustainability-related information in the financial services sector.” The required transparency obligations apply both at the financial product level and at the entity level, with multiple layers of disclosure required (pre-contractual, periodic, website). In addition, in accordance with Article L. 533-22-1 of the French Monetary and Financial Code (derived from Article 29 of the Energy-Climate Law), French financial market participants must publish information on their websites integrating risks related to climate change and biodiversity.
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Article 29 Reports – Energy and Climate Law
Article 29 Reports – Energy and Climate Law – 2024
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